Compare · 3 funds side by side · dividends reinvested

DFAS, MSML and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

DFAS, MSML and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.37%[…][…][…][…][…][…]$281M1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · MSML 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

MSML

iShares MSCI USA Small-Cap ETF · $281M[…]

$10,000 five years ago, dividends reinvested · they hold 66.8% in common

DFASMeasureMSML

+12.6%Year to dateJan 1 → Nov 5[…]

+17.3%1 yearTotal return[…]

+17.5%3 years · per year$10,000 became $16,215 · […][…]

+6.9%5 years · per year$10,000 became $13,932 · […][…]

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

1.04%Trailing 12-mo yield$104 · $137 a year on $10k1.37%

−9.4%Worst dropSmaller is better[…]

15.8%VolatilityLower is calmer[…]

DFASMSML Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2MSML wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs MSML: Top 5 Holdings

Today

DFAS

1.4%in top 5

MSML

in top 52.7%

DFASStockMSML

not top 5MRNA1.3%

not top 5THC0.4%

not top 5USFD0.4%

not top 5VTRS0.3%

not top 5ROKU0.3%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common66.8%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs MSML Returns, Every Period

DimensionalDFAS

+17.3%

past year

MSMLiShares

[…]

past year

Returns […]

DFASMSMLFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs MSML

YTD

DimensionalDFAS

+12.6%

MSMLiShares

[…]

+12.6%Year to date[…]

−9.4%Worst drop · 1Y[…]

15.8%Volatility · 1Y[…]

1.0%Yield1.4%

$35.2BAssets$281M

1–0MSML wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, MSML, IJH

Today

0.04%lowest, MSML

FundExpense ratioFee$10k

MSML0.04%$4

IJH0.05%$5

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, MSML, IJH

1.37%highest, MSML

FundTrailing yieldYield$10k

MSML1.37%$137

IJH1.26%$126

DFAS1.04%$104

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$133most kept, MSML

MSML$137 − $4 = $133

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, MSML, IJH

Today

66.8%most shared, DFAS and MSML

DFASMSMLIJH

DFAS—66.8%40.9%

MSML66.8%—44.4%

IJH40.9%44.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

MSMLWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MSMLDFAS

[…]Year to date+12.6%

1.4%Yield1.0%

[…]Past year+17.3%

0.04%Fee0.30%

2–0MSML wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026